Updating Xero transactions from Uncat
Written By Brandon Bruce
Uncat syncs transactions from Xero into Uncat that have been reconciled (e.g. to Suspense) that were created via the bank feed. You’ll see these transactions in your dashboard and we notify your clients to update these transactions via their Uncat dashboard. However, because of Xero’s API limitations/restrictions, reconciled “Send/Receive Money” transactions cannot be updated by third-party apps like Uncat. The only things on these reconciled bank feed transactions that can be updated by Uncat is the Notes field as well as receipts/attachments. Uncat will sync any updates your clients and you make in Uncat into the Notes field in Xero on those transactions. Uncat will also display a “deep link” in your dashboard next to any of these reconciled bank feed transactions to take you straight to the transactions in Xero. Inside Xero, you can categorize the transaction and make any other updates to fields based on the information Uncat synced into the Notes field in Xero.